Topsail Wealth Management’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Topsail Wealth Management’s Portfolio FTCB Stock Details FTCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$111K	Hold	5,335	–	–	0.01%	192
2026 Q1	$112K	Hold	5,335	–	–	0.02%	188
2025 Q4	$113K	Hold	5,335	–	–	0.02%	179
2025 Q3	$114K	Hold	5,335	–	–	0.02%	176
2025 Q2	$112K	Hold	5,335	–	–	0.02%	165
2025 Q1	$112K	Hold	5,335	–	–	0.02%	154
2024 Q4	$110K	Buy	+5,335	New	+$112K	0.02%	140

Other funds holding FTCB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Topsail Wealth Management's FTCB Position: Q2 2026 in Review

Topsail Wealth Management held its First Trust Core Investment Grade ETF (FTCB) position steady in Q2 2026 at 5,335 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #192.

Topsail Wealth Management first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $114K in Q3 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Topsail Wealth Management held 5,335 shares of First Trust Core Investment Grade ETF worth $111K as of Q2 2026.
Topsail Wealth Management left its First Trust Core Investment Grade ETF share count unchanged in Q2 2026.
First Trust Core Investment Grade ETF made up 0.01% of Topsail Wealth Management's portfolio in Q2 2026, its #192 holding.
Topsail Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
Topsail Wealth Management's First Trust Core Investment Grade ETF position peaked at $114K in Q3 2025.
193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.